Wealth management using AI
I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.
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Highly recommended !
As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.
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Great App
I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides. When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!
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Version 0.01
Rudimentary product, expensive, can’t properly classify assets or properly assess portfolio income. No free trial period, CFO Silvia much better. Don’t waste your time or $ on this
Not ready for public use
It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest.
It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
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Ultimate visibility and AI
This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.
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Doesn’t really do anything
All this app does is essentially copy and paste your portfolio into ChatGPT.
It also has a really bad account aggregator.
It costs $200 which is an absolute joke.
It also has a really bad account aggregator.
It costs $200 which is an absolute joke.
Promising Idea, Meh Realization
The core promise is to put automated insights and tailored AI to use by giving it access to your accounts. And while it technically does all that, the execution is wholly underwhelming. Account integration relies on their partners (e.g., Plaid) working well with your financial institution. The insights are entertaining but ultimately shallow, big on wordy responses but with little substance on actionable steps, oftentimes focusing on a few funds rather than the totality of the account. Rationales can be hit or miss, with some referring to old data - I've gotten advice that was assuming the year is still 2024, an absolute no-go. But ultimately the biggest letdown is with the AI models, which use old ChatGPT4 versions and either don't go deep enough or spend upwards of 5 minutes "reasoning". The interaction requires a lot of trial and error to shape the prompts, which becomes exhausting. I want financial advice with AI automation that is largely preemptive and guided. What I got was old ChatGPT with a few prepared prompts that can RAG in my statements. I can probably get more for $200/year by just subscribing to ChatGPT Pro and dumping CSV account statements into the context or, heck, writing a small MCP harness to make them accessible like an AI native tool. Overall promising but just not worth the price asked.
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Don’t be fooled by the positive reviews.
The account information that was imported into the app had a significant error rate that the bot said was accurate. It is impractical to use a “beta” version that claims accuracy when it is wrong.
Poor support
I signed up for this app. Because of technical issues, I wanted to cancel my subscription. I reached out to support group as I couldn’t find the field to manage subscription. Support group kept on telling me “go to your profile & manage subscription “. Till now I see no help canceling my subscription.
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Great Insights
A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.
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Great app
Love the app and future plans for the company. AI driven instead of an app with an AI add on. Best customer service I’ve seen in years.
Great app for tracking investment and gain insights through generative AI
Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.
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Great UI and customer support
Love the UI and insight provided by the app. Customer support is also 5 star!
Great app to aggregate all accounts
Mezzi is my go-to app to aggregate all of my accounts. The interface is slick and provides everything I need to know about my accounts.
I have the basic version, but plan on subscribing to get additional functions like dollar cost averaging suggestions.
I have the basic version, but plan on subscribing to get additional functions like dollar cost averaging suggestions.
Keep tabs on your investments
Easy to use, like the X-ray feature to see underlying investments, performance comparisons, weekly and monthly rewinds…
New user
I have found this app to be extremely useful. Having everything from brokerage accounts, 401ks, to 529s all under one platform makes evaluating your personal finances a breeze. User interface is clean and organized. Response time from management is very prompt. Couldn’t say enough good things about this app/platform!
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Great App
My friend Ali introduced me to this app - kudos to him for finding it. I actually have spoke to the founder - he is very invested in the mission and really cares about customer experience. Support is also incredible when I had issues connecting to my brokerage account.
Haven’t explored any of the paid features but they look insightful. Let’s go build wealth together.
Haven’t explored any of the paid features but they look insightful. Let’s go build wealth together.
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Great app
I’ve been using this app for a few months now. I have several different accounts and it’s pain to manage my exposure. But when Mezzi I see all my risk and concentration and can make changes to my portfolio. The interface is sleek and easy to navigate. Highly recommend you to download and try it, you won’t be disappointed.
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Makes managing cross platform a breeze
In addition to the actionable insight and rewinds, this app easily allows me to see and get insights on all of my individual accounts across multiple brokerages and two joint accounts.
